- Neuberger Berman (New York, NY)
- …and concerns regarding any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset allocation ... The individual should have strong technical knowledge of gift, estate , and fiduciary income tax , ability to...Undergraduate degree required. + 5 plus years of hands-on trust and estate administration experience preferably at… more
- University of Rochester (Rochester, NY)
- …prospects and draft proposals which require knowledge of life-income gifts, bequests, real estate , and tangible property along with the tax law implications for ... of Rochester Donor Advised Funds, publicly traded securities, real estate , closely held securities and other hard to value...programs from PG Calc, external custodial support from Northern Trust Co, external counsel from Nixon Peabody LLC and… more
- Quantexa (New York, NY)
- …authoritative voice for our solutions and technology in the region, forging trust with executives through relatable dialogue. In the Quantexa Solution Engineering ... strategy, qualify deals and influence account planning. + Cultivate trust as the go-to advisor to clients, big and...ecosystem with exposure to tools, technology and organizational data estate in world of analytics and AI. + Ability… more
- Banc of California (New York, NY)
- …staff. + Reviews reports to ensure reporting/operating compliance and real estate inspection ticklers are maintained. + Shows interpersonal adaptability when dealing ... + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold...Twelve (12) or more years of credit, loan, and senior level credit risk administration experience + Banking or… more